Financial Synergies Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-114
| Closed | -$25.8K | – | 411 |
|
|
2024
Q1 | $25.8K | Hold |
114
| – | – | ﹤0.01% | 172 |
|
|
2023
Q4 | $13.2K | Hold |
114
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $18K | Hold |
114
| – | – | ﹤0.01% | 185 |
|
|
2023
Q2 | $19.3K | Hold |
114
| – | – | ﹤0.01% | 176 |
|
|
2023
Q1 | $16.9K | Hold |
114
| – | – | ﹤0.01% | 197 |
|
|
2022
Q4 | $13.2K | Hold |
114
| – | – | ﹤0.01% | 169 |
|
|
2022
Q3 | $12.1K | Hold |
114
| – | – | ﹤0.01% | 146 |
|
|
2022
Q2 | $13.3K | Buy |
+114
| New | +$13.3K | ﹤0.01% | 152 |
|